Equitable Holdings, Inc.
EQH- 交易所
- NYSE
- 產業
- Insurance Agents, Brokers & Service
- SEC CIK
- 0001333986
近 90 天，Equitable Holdings, Inc. 內部人申報 0 筆公開市場買進、11 筆賣出；2026 年第 2 季末有 484 家機構在 13F 申報持有，市值合計 $116.5 億；Oakmark（Harris Associates）和維京全球投資兩位大師持有。
2023 年第 4 季 13F 持有人
Equitable Holdings, Inc. 在 2023/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 424
- 較 2023 年第 3 季 +41 家
- 持有股數
- 3.31 億
- 較 2023 年第 3 季 −227.7 萬 (−0.7%)
- 總市值
- $109.8 億
- 較 2023 年第 3 季 +$15.3 億 (+16.2%)
- 新進機構
- 84
- 另有 136 家加碼
- 清倉機構
- 43
- 另有 153 家減碼
另有 4 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 EQH 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 484 | $116.5 億 |
| 2026 年第 1 季 | 543 | $97.3 億 |
| 2025 年第 4 季 | 552 | $133.6 億 |
| 2025 年第 3 季 | 563 | $138.9 億 |
| 2025 年第 2 季 | 581 | $165.7 億 |
| 2025 年第 1 季 | 574 | $155.3 億 |
| 2024 年第 4 季 | 533 | $142.3 億 |
| 2024 年第 3 季 | 504 | $125.6 億 |
| 2024 年第 2 季 | 491 | $125.3 億 |
| 2024 年第 1 季 | 447 | $119.4 億 |
| 2023 年第 4 季 | 424 | $109.8 億 |
| 2023 年第 3 季 | 387 | $94.6 億 |
| 2023 年第 2 季 | 380 | $93.5 億 |
| 2023 年第 1 季 | 393 | $89.3 億 |
| 2022 年第 4 季 | 413 | $103.7 億 |
| 2022 年第 3 季 | 388 | $96.9 億 |
| 2022 年第 2 季 | 395 | $96.1 億 |
| 2022 年第 1 季 | 398 | $116.1 億 |
| 2021 年第 4 季 | 397 | $126.3 億 |
| 2021 年第 3 季 | 375 | $118.6 億 |
| 2021 年第 2 季 | 384 | $125.9 億 |
| 2021 年第 1 季 | 366 | $134.0 億 |
2023 年第 4 季持有機構
每家機構持有 Equitable Holdings, Inc. 的股數、市值與佔組合比重；股數變化跟 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 38,012,452 | $12.7 億 | 0.03% | +446,752+1.2% | 加碼 |
| BlackRock Inc. | 32,843,336 | $10.9 億 | 0.03% | +3,394,930+11.5% | 加碼 |
| Price T Rowe Associates Inc | 27,778,381 | $9.25 億 | 0.12% | −4,713,533−14.5% | 減碼 |
| Pzena Investment Management LLC | 26,568,063 | $8.85 億 | 3.33% | −334,497−1.2% | 減碼 |
| Norges Bank | 18,217,109 | $6.07 億 | 0.11% | −1,833,534−9.1% | 減碼 |
| Canada Pension Plan Investment Board | 18,166,769 | $6.05 億 | 0.76% | 00.0% | 不變 |
| State Street Corp | 13,549,456 | $4.51 億 | 0.02% | +4,040,748+42.5% | 加碼 |
| Wellington Management Group LLP | 11,240,981 | $3.74 億 | 0.07% | −5,982,108−34.7% | 減碼 |
| Massachusetts Financial Services Co | 9,544,619 | $3.18 億 | 0.10% | −168,841−1.7% | 減碼 |
| Invesco Ltd. | 9,108,110 | $3.03 億 | 0.07% | −449,577−4.7% | 減碼 |
| HSBC Holdings PLC | 7,849,706 | $2.63 億 | 0.24% | +7,227,568+1,161.7% | 加碼 |
| Conifer Management, L.L.C. | 7,600,000 | $2.53 億 | 24.57% | 00.0% | 不變 |
| Geode Capital Management, LLC | 6,507,983 | $2.16 億 | 0.02% | +1,492,689+29.8% | 加碼 |
| First Trust Advisors LP | 6,232,821 | $2.08 億 | 0.23% | +18,475+0.3% | 加碼 |
| Thornburg Investment Management Inc | 5,445,068 | $1.81 億 | 2.62% | −1,7010.0% | 減碼 |
| Sessa Capital IM, L.P. | 5,175,719 | $1.72 億 | 8.03% | −6,000,785−53.7% | 減碼 |
| Dimensional Fund Advisors LP | 3,965,531 | $1.32 億 | 0.04% | −14,429−0.4% | 減碼 |
| Northern Trust Corp | 3,958,417 | $1.32 億 | 0.02% | +781,426+24.6% | 加碼 |
| Bank of New York Mellon Corp | 3,780,026 | $1.26 億 | 0.03% | +1,781,223+89.1% | 加碼 |
| Nuveen Asset Management, LLC | 3,618,171 | $1.20 億 | 0.04% | −146,948−3.9% | 減碼 |
| Morgan Stanley | 3,063,745 | $1.02 億 | 0.01% | +192,790+6.7% | 加碼 |
| FIL Ltd | 2,934,345 | $9,771 萬 | 0.10% | −162,455−5.2% | 減碼 |
| Goldman Sachs Group Inc | 2,614,698 | $8,707 萬 | 0.02% | +65,085+2.6% | 加碼 |
| Ensign Peak Advisors, Inc | 2,355,018 | $7,842 萬 | 0.16% | +31,695+1.4% | 加碼 |
| Charles Schwab Investment Management Inc | 2,096,735 | $6,982 萬 | 0.02% | +22,976+1.1% | 加碼 |
| Voya Investment Management LLC | 2,091,920 | $6,966 萬 | 0.07% | +585,843+38.9% | 加碼 |
| Legal & General Group Plc | 1,881,577 | $6,266 萬 | 0.02% | +37,975+2.1% | 加碼 |
| Marshall Wace, LLP | 1,753,110 | $5,838 萬 | 0.11% | +1,753,110 | 新進 |
| UBS Asset Management Americas Inc | 1,498,096 | $4,989 萬 | 0.02% | −77,497−4.9% | 減碼 |
| Ci Investments Inc. | 1,449,088 | $4,826 萬 | 0.25% | −63,289−4.2% | 減碼 |
| Voloridge Investment Management, LLC | 1,340,966 | $4,465 萬 | 0.18% | +1,313,735+4,824.4% | 加碼 |
| Principal Financial Group Inc | 1,242,941 | $4,139 萬 | 0.03% | +1,139,814+1,105.3% | 加碼 |
| Algebris (UK) Ltd | 1,803,727 | $3,870 萬 | 20.20% | +1,225,449+211.9% | 加碼 |
| Lazard Asset Management LLC | 1,138,489 | $3,791 萬 | 0.05% | +198,097+21.1% | 加碼 |
| Swiss National Bank | 1,086,200 | $3,617 萬 | 0.03% | −60,500−5.3% | 減碼 |
| Clearbridge Investments, LLC | 1,081,001 | $3,600 萬 | 0.03% | −1,840,486−63.0% | 減碼 |
| Poplar Forest Capital LLC | 1,067,737 | $3,556 萬 | 5.16% | −420,858−28.3% | 減碼 |
| Ameriprise Financial Inc | 1,062,415 | $3,538 萬 | 0.01% | −370,881−25.9% | 減碼 |
| Rhumbline Advisers | 1,023,387 | $3,408 萬 | 0.04% | +538,801+111.2% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 988,462 | $3,292 萬 | 0.44% | −508,252−34.0% | 減碼 |
| Deutsche Bank AG | 950,896 | $3,166 萬 | 0.02% | +319,445+50.6% | 加碼 |
| Barclays PLC | 943,681 | $3,142 萬 | 0.02% | +431,838+84.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 873,992 | $2,910 萬 | 0.02% | +280,975+47.4% | 加碼 |
| Storebrand Asset Management AS | 867,716 | $2,889 萬 | 0.10% | −16,115−1.8% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 839,918 | $2,797 萬 | 0.02% | −35,565−4.1% | 減碼 |
| Credit Suisse AG | 795,017 | $2,647 萬 | 0.03% | −2,821−0.4% | 減碼 |
| Swedbank AB | 709,047 | $2,361 萬 | 0.04% | −127,190−15.2% | 減碼 |
| Citadel Advisors LLC | 698,701 | $2,327 萬 | 0.02% | −564,958−44.7% | 減碼 |
| California Public Employees Retirement System | 664,110 | $2,211 萬 | 0.02% | −34,779−5.0% | 減碼 |
| Brandywine Global Investment Management, LLC | 650,124 | $2,165 萬 | 0.17% | +162,895+33.4% | 加碼 |
| Amundi | 662,210 | $2,160 萬 | 0.01% | +168,993+34.3% | 加碼 |
| California State Teachers Retirement System | 609,094 | $2,028 萬 | 0.03% | −14,874−2.4% | 減碼 |
| Two Sigma Investments, LP | 596,330 | $1,986 萬 | 0.05% | +174,054+41.2% | 加碼 |
| AQR Capital Management LLC | 581,848 | $1,938 萬 | 0.04% | −215,713−27.0% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 579,880 | $1,931 萬 | 0.07% | +240,659+70.9% | 加碼 |
| FMR LLC | 572,446 | $1,906 萬 | 0.00% | −764,942−57.2% | 減碼 |
| JPMorgan Chase & Co | 570,300 | $1,899 萬 | 0.00% | +432,903+315.1% | 加碼 |
| Great West Life Assurance Co | 529,142 | $1,756 萬 | 0.04% | +233,446+78.9% | 加碼 |
| Russell Investments Group, Ltd. | 506,031 | $1,687 萬 | 0.03% | −3,230−0.6% | 減碼 |
| Jane Street Group, LLC | 491,982 | $1,638 萬 | 0.02% | +423,074+614.0% | 加碼 |
| LSV Asset Management | 479,753 | $1,598 萬 | 0.03% | −95,924−16.7% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 454,717 | $1,514 萬 | 0.57% | −998,059−68.7% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 446,561 | $1,488 萬 | 0.04% | −23,503−5.0% | 減碼 |
| Robeco Institutional Asset Management B.V. | 438,096 | $1,459 萬 | 0.04% | −271,873−38.3% | 減碼 |
| Wells Fargo & Company | 434,438 | $1,447 萬 | 0.00% | −64,960−13.0% | 減碼 |
| American International Group, Inc. | 433,020 | $1,442 萬 | 0.06% | +426,807+6,869.6% | 加碼 |
| State Board of Administration of Florida Retirement System | 425,585 | $1,417 萬 | 0.03% | +190.0% | 加碼 |
| Putnam Investments LLC | 414,833 | $1,381 萬 | 0.02% | −18,014−4.2% | 減碼 |
| Retirement Systems of Alabama | 398,501 | $1,327 萬 | 0.06% | +398,501 | 新進 |
| Weiss Multi-Strategy Advisers LLC | 387,121 | $1,289 萬 | 0.33% | +112,746+41.1% | 加碼 |
| CBOE Vest Financial, LLC | 384,819 | $1,281 萬 | 0.48% | +68,520+21.7% | 加碼 |
| SEI Investments Co | 361,649 | $1,204 萬 | 0.02% | −40,907−10.2% | 減碼 |
| Alliancebernstein L.P. | 358,014 | $1,192 萬 | 0.00% | +303,232+553.5% | 加碼 |
| Interval Partners, LP | 349,540 | $1,164 萬 | 0.51% | −356,148−50.5% | 減碼 |
| Community Trust & Investment Co | 336,041 | $1,119 萬 | 0.86% | −822−0.2% | 減碼 |
| Allianz Asset Management GmbH | 332,013 | $1,106 萬 | 0.02% | −30,150−8.3% | 減碼 |
| American Century Companies Inc | 325,945 | $1,085 萬 | 0.01% | +97,795+42.9% | 加碼 |
| Soapstone Management L.P. | 325,000 | $1,082 萬 | 5.92% | −100,000−23.5% | 減碼 |
| Citigroup Inc | 314,224 | $1,046 萬 | 0.01% | +113,295+56.4% | 加碼 |
| Parkwood LLC | 305,416 | $1,017 萬 | 1.63% | +305,416 | 新進 |
| New York State Common Retirement Fund | 302,693 | $1,008 萬 | 0.01% | −106,619−26.0% | 減碼 |
| Thrivent Financial for Lutherans | 302,546 | $1,007 萬 | 0.02% | −72,484−19.3% | 減碼 |
| Korea Investment CORP | 300,008 | $999.0 萬 | 0.03% | +193,925+182.8% | 加碼 |
| Bank of America Corp | 287,528 | $957.5 萬 | 0.00% | −146,359−33.7% | 減碼 |
| Nomura Holdings Inc | 275,319 | $916.8 萬 | 0.08% | +275,319 | 新進 |
| Texas Permanent School Fund | 274,824 | $915.2 萬 | 0.08% | +274,824 | 新進 |
| Oppenheimer Asset Management Inc. | 258,011 | $859.2 萬 | 0.12% | −8,654−3.2% | 減碼 |
| Two Sigma Advisers, LP | 245,200 | $816.5 萬 | 0.02% | +245,200 | 新進 |
| Amalgamated Bank | 232,922 | $775.6 萬 | 0.06% | +151,313+185.4% | 加碼 |
| Millennium Management LLC | 227,554 | $757.8 萬 | 0.01% | −1,287,173−85.0% | 減碼 |
| Toronto Dominion Bank | 227,031 | $756.0 萬 | 0.01% | +141,675+166.0% | 加碼 |
| Graham Capital Management, L.P. | 216,025 | $719.4 萬 | 0.23% | −8,457−3.8% | 減碼 |
| Susquehanna International Group, LLP | 215,128 | $716.4 萬 | 0.01% | +15,513+7.8% | 加碼 |
| Franklin Resources Inc | 210,673 | $701.5 萬 | 0.00% | +118,178+127.8% | 加碼 |
| Hyperion Capital Advisors LP | 206,061 | $686.2 萬 | 3.71% | 00.0% | 不變 |
| Forsta Ap-Fonden | 204,400 | $680.7 萬 | 0.07% | −18,000−8.1% | 減碼 |
| Victory Capital Management Inc | 198,832 | $662.1 萬 | 0.01% | −18,524−8.5% | 減碼 |
| Mutual of America Capital Management LLC | 196,613 | $654.7 萬 | 0.08% | +196,613 | 新進 |
| State of New Jersey Common Pension Fund D | 195,625 | $651.4 萬 | 0.02% | 00.0% | 不變 |
| Assenagon Asset Management S.A. | 194,571 | $647.9 萬 | 0.02% | +38,233+24.5% | 加碼 |